Two Posts Worth Reading

by Geoff Gannon


Here are two posts worth reading.

One is about the outperformance of "glamor" over "value" stocks these last few years. I've felt this. On a relative basis, the last couple years have been the hardest time ever for me to pick stocks. 

Value Badly Lagging Glamour

The other post is about Sanborn Map. It's a classic Buffett investment. And the post does a good job of breaking down the logical arguments that were probably running through Buffett's head.  

Some Thoughts on Sanborn Maps